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Searcy Financial Services Inc /Adv - Michael Searcy
Searcy Financial Services Inc /Adv a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
95 Followers
Michael Searcy Searcy Financial Services Inc /Adv
Hedge Fund Manager
Ranked #97 out of 487 Hedge Fund Managers
Portfolio Gain
+83.06%
Since Jan 2016
Sharpe Ratio
2.31
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$196.45M
Michael Searcy manages more assets than 8% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+15.63%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
77.64% General
6.00% Consumer Cyclical
5.39% Technology
5.29% Financial
5.27% Communication Services
0.23% Consumer Defensive
0.12% Utilities
0.02% Real Estate
0.00% Industrial Goods
A breakdown of Searcy Financial Services Inc /Adv's portfolio by sector
Searcy Financial Services Inc /Adv Portfolio Activity
Accenture
Reduced
Technology
$358.60
($329.69-$387.51)
-9.19%
-7.18%
1.55M
0.78%
Amazon
Reduced
Consumer Cyclical
$162.88
($144.05-$181.70)
-2.10%
-7.97%
11.03M
5.62%
ARC Document Solutions
Sold Out
Industrial Goods
$2.94
($2.56-$3.32)
0.00%
-100.00%
0.00
0.00%
Apple
Added
Technology
$182.44
($168.49-$196.38)
-1.43%
+2.57%
8.49M
4.32%
Alphabet Class A
Added
Communication Services
$142.22
($130.66-$153.78)
+5.43%
+5.60%
284.50K
0.14%
International Business Machines
New
Technology
$178.53
($157.88-$199.18)
-3.59%
+100.00%
219.22K
0.11%
Nvidia
New
Technology
$723.60
($473.20-$974.00)
-11.82%
+100.00%
345.16K
0.18%
Procter & Gamble
New
Consumer Defensive
$154.44
($145.73-$163.14)
+0.86%
+100.00%
226.82K
0.11%
Southern Co
Not Changed
Utilities
$69.17
($65.80-$72.54)
+3.02%
0.00%
228.13K
0.12%
Walmart
Reduced
Consumer Defensive
$56.76
($51.87-$61.66)
-0.50%
+0.03%
230.57K
0.12%
See a list of Searcy Financial Services Inc /Adv's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details
Measured Performance
Compare Searcy Financial Services Inc /Adv's performance with other Hedge Funds and the S&P 500
Searcy Financial Services Inc /Adv activity FAQ
What is Searcy Financial Services Inc /Adv’s portfolio gain since Jun 2013?
Searcy Financial Services Inc /Adv’s portfolio gain since Jun 2013 was 83.06%.
What is Searcy Financial Services Inc /Adv’s Sharpe Ratio?
Searcy Financial Services Inc /Adv’s Sharpe Ratio is 2.31.
What is Searcy Financial Services Inc /Adv’s portfolio value?
Searcy Financial Services Inc /Adv’s portfolio value is $196.45M.
What is Searcy Financial Services Inc /Adv’s average return since the fund’s last 13F filing?
Searcy Financial Services Inc /Adv’s average return since the fund’s last 13F filing is -2.28%.
What was Searcy Financial Services Inc /Adv’s average return in the last 12 months?
Searcy Financial Services Inc /Adv’s average return in the last 12 months was 18.97%.
What was Searcy Financial Services Inc /Adv’s average return in the last 3 years?
Searcy Financial Services Inc /Adv’s average return in the last 3 years was 15.63%.
When was the most recent most recent 13F form submitted by Searcy Financial Services Inc /Adv?
Searcy Financial Services Inc /Adv's most recent 13F form was submitted on Mar 31, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Michael Searcy Net Worth?
Michael Searcy is Managing Searcy Financial Services Inc /Adv which has a net worth of $196.45M.
TipRanks & Hedge Funds: TipRanks measures the performance of Michael Searcy and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.